Anthony is back with another session which will be part talk and part workshop exercises, after a spot of lunch and networking.

Summary

Another of Anthony Nixon's hugely popular workshops. Anthony’s session will be part talk and part workshop exercises. He will focus on the latest news on IHT on pensions and the cap on business and agricultural reliefs. The session will cover issues such as:

· Will drafting

· Grossing up and s39A

· The IHT rules for will trusts

· Relevant property trusts and IHT

· Variations to wills and trusts

The talk will start at 2.00 pm following a sandwich lunch and refreshments and a chance to network from 1.30 pm and will end at 5.00pm

Please note this will be at Leonardo Hotel Brighton Station BN1 4DJ.

There are various car parks around, the nearest is Brighton Railway Station Car Park, Stroudley Road, BN1 4DJ (but this can fill up quickly).

You may also wish to try Churchill Square BN1 2RU , Russell Road BN1 2DX, Regency Square BN1 2FG or Brighton Theatre BN1 1US.

NEW: Buddy up option

If you are new to STEP Sussex events and would be more inclined to come along if you were teamed up with a buddy for the day, please let us know and we’ll make sure a committee member will meet and greet you to make you feel welcome and at ease.

Anthony Nixon

Anthony is a consultant with Paris Smith in Southampton and Winchester and has more than 40 years’ experience of acting for clients in succession planning and associated tax issues and has become recognised as one of the country’s leading experts in inheritance tax and in the law and taxation of trusts.

As well as being a solicitor, Anthony is a Chartered Tax Adviser (CTA), a former member of the Council of STEP and a current member of STEP’s UK technical committee.

In June 2023 Anthony was shortlisted in STEP’s private client awards, as Trusted Adviser of the Year.

With his former colleague John Bunker, Anthony is general editor of the Law Society’s Inheritance Tax Planning Handbook, and the author of several of its technical chapters.

Dates for your diary

We are currently planning a seminar in November covering estates with charities as beneficiaries. Keep your eyes peeled for your invite and other future events.

Our Sponsors

We are delighted to be sponsored by TrinityBridge and Currencies Direct.

In their own words: At TrinityBridge we have been helping individuals, families, professionals and businesses to make confident financial choices for more than 30 years. Our approach to wealth management is strategic – recognising the essential relationships that exist between our clients, their investment managers and their professional advisers. Our research led, multi-asset class investment management services are geared to generate the best possible returns for each client. Our financial planning services are considered and long-term in outlook – designed with financial freedom and security in mind.

With teams and offices across the UK - from Chichester to Edinburgh and Bristol to London, TrinityBridge is set up to offer financial clarity wherever and whenever our clients need us.

Find out more at trinitybridge.com

Currencies Direct helps people move money all over the world. Their UK team specialises in payments related to private client law. When beneficiaries or assets are overseas, payments can be complex. Currencies Direct’s service removes the need for firms to make overseas payments, putting the onus on beneficiaries, trustees and executors.

Find out more at https://www.currenciesdirect.com/en-gb/business

Description supplied by the event organiser.